Monthly Archives: December 2013

People Make Better Decisions With Financial Advisors

A recent article in Investment News by Liz Skinner quoted Robert Shiller, a well-known Yale Economist and Nobel Laureate, as saying “Everyone needs an advisor.”  He stated “lack of good financial advice was one of the problems that led to … Continue reading

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Small Business Owners Face A Retirement Crisis

As an owner of a small business, I appreciate all the pressures entrepreneurs are under. A recent article in Businessweek observes that the self-employed save very erratically. We have written recently that only 71% of Americans have a written Retirement Plan, and … Continue reading

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How Investment Fees Hurt Your Money

We recently did a project for a new client, and reviewed some recent mutual funds in a retirement account.  In researching the investments, we reviewed both the performance and expenses.  The results were shocking.  They were shocking both to the … Continue reading

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MD Preferred Recognizes Charles R. Roberts, CFP®

   MD Preferred Recognizes Charles R. Roberts, CFP® for Service to Medical Professionals Each year, US Medical Specialties, Inc., an international medical consulting firm, helps physicians and other healthcare professionals find community based, “doctor friendly” financial advisors.  Charles R. Roberts, … Continue reading

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